Daniel Cocco

How I can help you

Dan works to identify financial solutions that help his clients achieve their short-, medium- and long-term objectives. He is committed to delivering exceptional service, whether it's helping clients who are investing for the first time, preparing for retirement, protecting assets, or providing employee group benefits for small businesses. He works to make sure all clients have the education, advice and, options they need to make informed decisions regarding their future. Dan

What makes me knowledgeable

Prior to joining the team, Dan advised global Fortune 500 companies as a consultant with PricewaterhouseCoopers and Ernst & Young, focusing on the banking, insurance, automotive, and technology sectors. Previously, he worked in higher education to advance academic programing and student scholarship. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating knowledge, expertise and commitment working with retirement plans, along with Series 7 and 66 licenses, as well as various state Life and Health Insurance licenses.

Getting to know me

Dan grew up in Nutley NJ and currently lives in Montclair with his fiancee Rebecca. He is active with the Northern New Jersey chapter of the Penn State Alumni Association and volunteers to support local nonprofits, including Nutley Family Service Bureau. Dan is a PSU Football fan who enjoys cooking, great music, and exploring new restaurants in the city.

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Memberships, Associations & Designations 

• Penn State Alumni Association

• Columbia Alumni Association (CAA) 

• NAPA Certified Plan Fiduciary Advisor (CPFA)

• SHRM Professional Membership
  

• North Essex Chamber of Commerce
  

• Suburban Essex Chamber of Commerce
  

• Nutley Chamber of Commerce

• Nutley Family Service Bureau (NFSB) Volunteer